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Valentis Rising Star Opportunity Fund

Valentis Rising Star Opportunity Fund is a Equity Portfolio Management Service launched by Valentis Advisors Private Limited on August 2016. Managed by JYOTIVARDHAN JAIPURIA, the fund holds ₹1078 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a 2.50% p.a.% fixed fee and Fixed Fees of1.50% p.a. Plus Variable fees of 15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level)% performance fee. Trailing returns: 10.76% (1Y), 13.71% CAGR (3Y), 17.28% since inception. Performance data as of July 2026.

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Valentis Rising Star Opportunity Fund

Valentis Advisors Private Limited

1,078.06 CR AUM

Valentis Rising Star Opportunity Fund

Valentis Rising Star Opportunity Fund

Valentis Advisors Private Limited

1,078.06 CR AUM

BSE 500 TRI
Benchmark
9yr 11mo
Age
EQUITY
Strategy
2.50% p.a.
Fixed Fees
Fixed Fees of1.50% p.a. Plus Variable fees of 15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level)
Variable Fees
1 st Year - 3% 2 nd Year- 2% 3 rd Year- 1%
Exit Load
BSE 500 TRI
Benchmark
9yr 11mo
Age
EQUITY
Strategy
2.50% p.a.
Fixed Fees
Fixed Fees of1.50% p.a. Plus Variable fees of 15% of Return Above 10% Hurdle Rate Charged Annually (Subject to High Water Mark Level)
Variable Fees
1 st Year - 3% 2 nd Year- 2% 3 rd Year- 1%
Exit Load
Fund manager

jyotivardhan jaipuria

Fund Manager
EQUITYStrategies

Prior to founding Valentis, Jyoti worked for 21 years as Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India. Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, Jyoti had worked in ICICI in the Project Financing Departmernt. Jyoti graduated in Commerce (B. Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.

Prior to founding Valentis, Jyoti worked for 21 years as Head of Research and strategist for India at Bank of America Merrill Lynch. He helped build the research team as the leading research provider in India as well as one of the top institutional brokers in the country. As a strategist, he was rated amongst the top strategists in India by leading institutional investors in India. Jyoti has also served as a member of the Board of Directors of DSP Merrill Lynch, the Asia Pacific Research Executive Committee and Operating Committee, the India Country Leadership Team (CLT) and other management committees. Prior to DSP Merrill Lynch, Jyoti had worked in ICICI in the Project Financing Departmernt. Jyoti graduated in Commerce (B. Com) from Sydenham College and has an MBA from the Indian Institute of Management, Ahmedabad.

What is this fund's investment objective?

The objective is to generate long term compounded return on the portfolio by investing in diversified mix across market caps. The primary objective is to enable the investor to create wealth

How has Valentis Rising Star Opportunity Fund performed?

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1M IA return
4.15%
1M benchmark return
1.73%
Alpha
2.42%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.15%
1M benchmark return
1.73%
Alpha
2.42%
1M Wealth multiple
1.04x

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